Atlas Public Policy estimates that in Q1 2025, U.S. companies canceled, downsized, or mothballed nearly $8B in supply chain projects, including over $2.2B tied to battery plants. That single quarter exceeds the combined losses of the previous two years. It hints at a cooling in reshoring momentum and strain in the clean‑energy manufacturing push.
— A sharp, one‑quarter reversal flags fragility in U.S. reindustrialization and decarbonization supply chains with implications for jobs, energy transition timelines, and industrial policy design.
Isegoria
2025.11.30
75% relevant
Both stories document sudden, large‑scale program cancellations (or project mothballing) that reveal fragility in industrial policy and the costs of shifting requirements; the Constellation collapse echoes the rapid attrition of planned manufacturing projects that undermine reindustrialization and jobs.
Tyler Cowen
2025.10.01
100% relevant
“In the first three months of 2025… nearly $8 billion… including more than $2.2 billion tied to battery plants,” per Atlas Public Policy.
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